Southwest Debacle – a GOOD THING for Financial Advisors?!
Customer service since COVID – Good or Bad? I don’t know about you, but it’s different. Everywhere I turn (hotels, banks, department stores), and now Southwest Airlines (the airline that touts itself as customer-focused) just canceled more than 2,900 flights on Monday, followed by 2,500 each day for the next two days. What customer experience […]
Leveraging Others to Level-Up Your Practice
Habits govern a big part of how we choose to run a business. It is easy to stay the course and do what has been done in prior years. Besides, you may have had the best year and not feel the need to change. Your clients may disagree. The client landscape continues to evolve at […]